Atif Ali Email and Phone Number

• Led year-over-year (YoY) Go-To-Market (GTM) plan and execution to align with corporate strategy by building headcount deploymentoptions, territory segmentation plans, and quota setting plans to adjust for a yearly growth rate of 33%• Provided insights to the field for expansion opportunities by analyzing propensity to buy, customer product gaps, and deployed endpoints • Partnered with sales to forecast new business and identify churn risk to drive predictability within 10% of actuals, using close rates and historical trends • Supported an initiative to drive cloud business by identifying target on-premise customers from opportunity and install base data• Managed the enhancements of the opportunity exit survey to aggregate product data on won and failed deals to drive transformation

• Serve as a strategic advisor for a sales organization of 110 people and work cross-functionally with finance, business development,marketing, HR, and global operations to deliver business insights and achieve growth• Define key performance indicators to continously measure the business, improving forecast accuracy by roughly 20%• Spearheaded initiative to modernize reports by creating an automated real-time dashboard, optimizing efficiency by 100%• Identify quarterly value add account targets for sales teams, bringing in on average X% of yearly plan• Prepare sales leadership for quarterly business reviews by providing analysis on forecasted deals, outliningstrengths and shortcomings in the previous quarter to drive change• Awarded Business Partner MVP in Q2 of FY21 out of over 45 stakeholders for operational excellence and team collaboration

• Led sales territory operations, including territory ownership updates and YoY territory equity rebalancing, minimizing disruption by 90%• Oversaw the production of an application to streamline sales territory updates by 75% for a 890 person organization• Onboarded 23 new managers and 8 analysts through trainings on tools and systems, day-to-day operating norms, and reporting• Generated weekly reports to provide guidance to management on the correlation between performance and coaching, pipeline hygiene,and deal risk management, increasing rep/manager engagement from 54% to 91%

• Generated 102 opportunities to create $10.15 million in pipeline with prospective companies to drive in $3.06 million in closed revenue• Organized and executed an account plan to help clients deliver maximum revenue potential by improving their existing solutions• Onboarded new BDCs to a reporting system and mentored them on the use case of various tools to help with daily operations• Evaluated a new internal application by offering recommendations to improve and increase sales operation efficiency by 25%• Quota Attainment: FY17Q4 – 126%, FY18Q1 – 188% (Team MVP), FY18Q2 – 106%, FY18Q3 – 145%, FY18Q4 – 140%

• Analyzed investment portfolios totaling $500M to be placed in over ten tactical or strategic asset allocation programs• Assessed individual municipal bond ladders to reduce interest-rate risk by substituting maturing bonds with par values of $50K - $250K• Developed a presentation on the Money Market Fund Reform to help partners make appropriate decisions with clients

• Consolidated operating budgets and expense reports of $690K for the firm• Reduced operating costs by 66% by re-evaluating research services used by Delphin Investments, a boutique start-up hedge fund• Managed office space search in New York City to relocate Delphin Investments to minimize rent expense by $50K

• Evaluated a $100 million REIT to prepare an investment teaser for institutional investors with various facts and data• Revised teaser to fit the client’s needs to highlight key ratios and investment details for the acquisition• Facilitated search to find transaction services for valuation and M&A advisory through CPA firms

• Gained insight to the financial services industry through advising on and issuing various insurance policies• Provided financial services to clients in areas of wealth preservation and distribution, wealth management, and risk management• Obtained a Texas Department of Insurance license to be eligible to offer risk management products to clients